Weather the risk storms with ease buoyed by Lodestars greater predictability.
Welcome to Lodestar Fund Managers, where our mission is to simplify the complex world of investments and construct portfolios using a rules-based process.
Our team of investment professionals use their knowledge and experience to build a suite of investment products. Our product development is driven by our overarching aim to enhance benchmark returns whilst also reducing volatility and extreme drawdowns.
Products managed with our quantitative, rules-based investment approach is used by sophisticated investors as a core investment product within a larger fund.
Lodestar Global Equity Fund
Available as ICAV UCITS, Segregated Mandate,CIS & TFSA
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Launched in 2017, Lodestar added a CIS in 2019 and an ICAV UCITS option in 2024. The Global Equity Fund has the MSCI World Index as its benchmark.
CIS available via Ninety One & DMA & 27four platforms. UCITS via Prescient Fund Services Ireland, OMI, Allfunds & Glacier International platforms
Lodestar Core Equity Fund
Available as a Segregated Mandate or a CIS
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In February 2022, Lodestar launched it’s Core Equity CIS that has the Capped SWIX as its benchmark and is backed by large institutional investors. Available through 27four Collective Investment Scheme.
Bespoke Products
Tailor-made solutions to your specific needs
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We are also able to build tailor-made solutions to your specific needs, for instance to be exclusively ethical investing, Sharia funds or ESG funds.
Global Equity Portfolio
Lodestar’s flagship product was launched in 2017. Available to ZAR investors as a CIS, TFSA and life policy and to USD & GBP investors as an ICAV UCITS funds.
This portfolio aims to deliver reliable long-term performance by enhancing the global equity risk premium and weathering market storms by using Lodestar’s risk managed portfolio construction process. This offers clients the opportunity to reduce market risk without sacrificing long-term performance potential relative to the benchmark.
Its benchmark is the MSCI World Index and provides investors with diversified exposure to Developed Market equities. The Portfolio attempts to have Develop Market equity exposure of more than 99%, at all times to avoid timing risks.
The Global Equity portfolio is available as a Collective Investment Scheme (CIS), a Tax Free Savings Account (TFSA) to retail clients as well as a segregated mandate to institutional clients in South Africa. Since 2024 it is also available to global clients via an ICAV UCITS fund and is approved in terms of Section 65 of CISCA.
The Lodestar Global Equity 27Four Fund can be accessed through the Ninety One platform, 27four Collective Investments and the DMA platform.
The ICAV UCITS Structure is available through Prescient Fund Services Ireland and on Old Mutual International, Allfunds and Glacier International platforms.
SA Core Equity Fund
The Lodestar Core Equity portfolio is our South African equity strategy and was launched in June 2021.
It has the Capped SWIX as its benchmark and provides diversified exposure to large cap and liquid mid cap shares. The portfolio attempts to have SA equity exposure of more than 99% at all times to avoid timing risks.
The Core Equity portfolio is available as a CIS, the Lodestar Core Equity 27Four Fund, as well as a s a segregated mandate for institutional investors This specialist South African equities portfolio aims to deliver reliable long-term performance by enhancing the equity risk premium and weathering market storms by using Lodestar’s risk managed portfolio construction process. This offers clients the opportunity to reduce market risk without sacrificing long-term performance potential relative to the benchmark. This is available through 27four Collective Investments.
See how the SA Core Equity Fund has performed.
See how the SA Core Equity Fund has performed.
Bespoke Products
Our systematic rules-based, tech-led, portfolio construction methodology allows us to offer specialised investment strategies. We are able to create and manage a number of sector-specific funds, including Technology Funds, Energy Funds, Ethical Funds, ESG Funds, etc. These funds would offer exposure to specific sectors of the market, allowing portfolios to capitalise on the growth potential of these industries.
Need a bespoke solution? Get expertly engineered solutions!
Need a bespoke solution? Get expertly engineered solutions!
We are here to help you stay informed
At Lodestar Fund Managers, we pride ourselves on our commitment to transparency and accountability. Our team of experienced investment professionals are available to answer any questions and provide regular updates on the performance of our products. Do you need additional information?